Bulk Upload - Emergency Contact

The below article is relating to the bulk upload - Emergency Contact which can be found by navigating to Administration -> Company -> Bulk Upload.

The Emergency Contact bulk upload is under the Employees section here:

Once you've clicked the Emergency Contact Bulk Upload button you will be directed to this page:

This page includes:

Employee Field

In the CSV the first column is called employee ID, this setting relates to what you enter in that column, For example if you have used the employee's names in the CSV the employee name option will need to be selected. 

Update Duplicates?

If set to yes the system will update any duplicates it finds based on the employee field, if you choose no then duplicates will be skipped.

CSV file to upload

This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.

Download help file and instructions

This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.

Download CSV Model

The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.

Please Note: Please note: If there are no emergency contacts present this will upload these as new. If they already exist this will update the current values and remove the prior values.

 

Editing your CSV

When you download your sample CSV file it will look like this:

Employee ID - This will relate to the employee your are updating the 3 options will relate to what you have put in the 'Employee ID' column for example if you have used the employee's name rather than their employee and works ID you will need to select employee name, otherwise the bulk upload will not recognize the employee you are trying to update and the upload will fail. This field is Case Sensitive and Mandatory.

Name - The name of the emergency contact. This field is Mandatory.

Relationship - The emergency contact's relationship to the employee. This field is Optional.

Home Telephone - Emergency contact's home telephone number. This field is Optional.

Work telephone - Emergency contact's work telephone number. This field is Optional.

Mobile - Emergency contact's mobile telephone number. This field is Optional.

Email - Emergency contact's email address. This field is Optional.

Name - The name of emergency contact 2. This field is Mandatory.

Relationship - Emergency contact 2's relationship to the employee. This field is Optional.

Home Telephone - Emergency contact 2's home telephone number. This field is Optional.

Work telephone - Emergency contact 2's work telephone number. This field is Optional.

Mobile - Emergency contact 2's mobile telephone number. This field is Optional.

Email - Emergency contact 2's email address. This field is Optional.